Tiedemann Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $385K | Hold |
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|
2023
Q2 | $397K | Hold |
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|
2023
Q1 | $367K | Buy |
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|
2022
Q4 | $324K | Hold |
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|
2022
Q3 | $302K | Hold |
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|
2022
Q2 | $324K | Hold |
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|
2022
Q1 | $391K | Hold |
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|
2021
Q4 | $419K | Hold |
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|
2021
Q3 | $375K | Sell |
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|
2021
Q2 | $514K | Sell |
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|
2021
Q1 | $503K | Sell |
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|
2020
Q4 | $495K | Hold |
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|
2020
Q3 | $443K | Hold |
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|
2020
Q2 | $408K | Hold |
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|
2020
Q1 | $336K | Sell |
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|
2019
Q4 | $478K | Buy |
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|
2019
Q3 | $383K | Hold |
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|
2019
Q2 | $378K | Sell |
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|
2019
Q1 | $872K | Buy |
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|
2018
Q4 | $555K | Buy |
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